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iShares ESG Aware MSCI USA ETF

765 hedge funds and large institutions have $10.6B invested in iShares ESG Aware MSCI USA ETF in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 237 increasing their positions, 326 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

25% less funds holding in top 10

Funds holding in top 10: 2418 (-6)

27% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 326

Holders
765
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$58.4M
2 +$57.6M
3 +$39.3M
4
Morgan Stanley
Morgan Stanley
New York
+$28.1M
5
MMA
Miracle Mile Advisors
California
+$26.3M

Top Sellers

1 -$180M
2 -$178M
3 -$75.7M
4
BlackRock
BlackRock
New York
-$27.9M
5
JSW
Journey Strategic Wealth
New Jersey
-$15.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
401
Lido Advisors
California
$686K
RCA
402
Resonant Capital Advisors
Wisconsin
$683K
MYIA
403
Mount Yale Investment Advisors
Colorado
$675K
GDP
404
Great Diamond Partners
Maine
$673K
AI
405
Atria Investments
North Carolina
$665K
SL
406
Sentinus LLC
Illinois
$664K
TPCW
407
TD Private Client Wealth
New York
$660K
EB
408
Eastern Bank
Massachusetts
$659K
MSFS
409
Main Street Financial Solutions
Pennsylvania
$654K
MFG
410
Magnus Financial Group
New York
$654K
BFP
411
Brewster Financial Planning
New York
$650K
BRWA
412
B. Riley Wealth Advisors
Florida
$645K
TWA
413
Talisman Wealth Advisors
New Jersey
$645K
HFS
414
Howard Financial Services
Texas
$642K
IF
415
Intrua Financial
Texas
$638K
WAP
416
Wealthcare Advisory Partners
Pennsylvania
$638K
KWM
417
Kingsview Wealth Management
Oregon
$636K
CSP
418
Cary Street Partners
Virginia
$633K
HFO
419
Heritage Family Offices
Arizona
$628K
FA
420
FC Advisory
Pennsylvania
$623K
FFG
421
Fiduciary Financial Group
California
$622K
Bank of Montreal
422
Bank of Montreal
Ontario, Canada
$602K
CWM
423
Certus Wealth Management
California
$601K
BAM
424
Belpointe Asset Management
Nevada
$600K
LFA
425
Level Financial Advisors
New York
$600K